Capital Investment Advisory Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,114
| Closed | -$200K | – | 890 |
|
|
2022
Q4 | $200K | Buy |
+1,114
| New | +$200K | 0.02% | 461 |
|
|
2022
Q1 | – | Sell |
-998
| Closed | -$253K | – | 863 |
|
|
2021
Q4 | $253K | Buy |
998
+275
| +38% | +$69.7K | 0.03% | 412 |
|
|
2021
Q3 | $278K | Sell |
723
-420
| -37% | -$161K | 0.04% | 379 |
|
|
2021
Q2 | $269K | Buy |
+1,143
| New | +$269K | 0.03% | 386 |
|